Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in MFG

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $10,520,172 1,437,182
2025-09-30 $382,549 57,097
2025-06-30 $5,821,125 1,046,965
2025-03-31 $6,350,798 1,152,595
2024-12-31 $4,924,963 1,007,150
2024-09-30 $3,357,622 803,259
2024-06-30 $12,182 2,880
2024-03-31 $2,587,250 650,063
2023-12-31 $1,574,271 457,637
2023-09-30 $1,283,607 374,230
2023-06-30 $906,684 295,337
2023-03-31 $633,856 224,772
2022-12-31 $288,845 101,706
2022-09-30 $404,350 182,964
2022-06-30 $320,474 143,069
2022-03-31 $196,664 76,523
2021-12-31 $180,491 70,781
2021-09-30 $220,861 77,768
2021-06-30 $99,536 34,925
2021-03-31 $222,757 76,549
2020-12-31 $189,737 74,407
2020-09-30 $213,812 83,848
2020-06-30 $73,894 29,917
2020-03-31 $92,430 40,013